Wms Wealth Planners

Wms Wealth Planners (CRD# 305481) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $222,472,616 in 628 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215
https://www.wmswealthplanners.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    628
    ACCOUNTS
  • Average Account Value
    $354,256
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, OH, PA, WV

Financial Advisors at Wms Wealth Planners
Showing 1 - 3 of 3 top financial advisors.
1
Aaron Kahn, financial advisor Pittsburgh PA
Aaron H. Kahn
CRD#: 6064121
17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215

Aaron Kahn (CRD# 6064121) is an Investment Advisor Representative working at Wms Wealth Planners in Pittsburgh, PA and has over 11 years of experience in the finance industry.

2
Herman Kahn, financial advisor Pittsburgh PA
Herman L. Kahn
CRD#: 1866522
17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215

Herman Kahn (CRD# 1866522) is an Investment Advisor Representative working at Wms Wealth Planners in Pittsburgh, PA and has over 35 years of experience in the finance industry.

3
Daniel Eller, financial advisor Pittsburgh PA
Daniel B. Eller
CRD#: 7211799
17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215

Daniel Eller (CRD# 7211799) is an Investment Advisor Representative working at Wms Wealth Planners in Pittsburgh, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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